Proposals your customer can sign tonight.
The proposal is generated from the estimate you already built, carries your branding and your reviews, and opens from a text message. No account, no printer, no "I'll look when I'm back at my desk."
A link, not a login.
Proposals travel as secure magic links. The session is cookie-based, so the customer just taps and reads. Links expire after 24 hours by default and can be resent anytime.
You choose whether the customer sees unit prices, totals, or both, per deal.
Four things a customer can do with it.
A drawn signature on the pad. The proposal locks read-only and the estimate moves to Sold.
Payment method and financing term, from the options frozen into the estimate snapshot.
A structured note of what to adjust. You update and resend, and every version is tracked in the timeline.
With a reason, which becomes a lost-lead record, not a mystery.
Your reviews close alongside you.
Branch testimonials and star ratings render on the client-facing proposal automatically. The customer comparing three bids sees 4.59 stars from 27 reviews under your price. The other two bids are a phone number on a letterhead.
Signed is only the beginning.
Signature moves the estimate behind it to Sold, the work order and job get created, and invoicing builds from the same line items with the financing terms the customer chose.
Questions owners ask
How does signing work?
The customer draws a signature on the proposal link. It locks read-only and the estimate moves to Sold.
What if they want a change?
They send a structured change request. You update and resend, and every version is tracked in the timeline.
Does the customer need an account?
No. The proposal opens from a secure link with a cookie-based session. They just tap and read.
Do proposal links expire?
Links expire after 24 hours by default and can be resent at any time.
See it on your own numbers.
Book a demo and bring a real job. We will price it, propose it, and invoice it in front of you.
Select a time to continue